EP Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

EP Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.01M	Sell
2025 Q1	$6.71M	Sell
2024 Q4	$7.66M	Buy
2024 Q3	$7.54M	Buy
2024 Q2	$208K	Buy
2024 Q1	$206K	Buy
2023 Q4	$137K	Sell
2023 Q3	$141K	Buy